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Senior Financial Advisor

2 months ago

Old Toronto, Ontario, Canada Scotiabank Full time
About the Role

Job Summary

We are seeking a highly skilled and motivated Senior Financial Advisor to join our team at Scotiabank. As a Senior Financial Advisor, you will be responsible for providing expert financial advice and guidance to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities

  • Conduct thorough financial needs analyses to understand customers' financial situations and goals.
  • Develop and implement comprehensive financial plans to help customers achieve their financial objectives.
  • Provide expert advice on investment products and services, including day-to-day banking, investments, and borrowing solutions.
  • Nurture strong relationships with customers to understand their needs and provide tailored solutions.
  • Meet and exceed sales targets in a fast-paced environment, aligned with customers' stated goals.

Requirements

  • Proven ability to build strong customer relationships and provide exceptional customer service.
  • Strategic mindset to develop personalized financial strategies and solutions.
  • Ability to meet and exceed sales targets in a fast-paced environment.
  • Mutual Funds licence and completed CIFP Diploma.

What We Offer

  • A competitive compensation and benefits package.
  • A collaborative team environment with opportunities for growth and development.
  • A commitment to diversity and inclusion, with a focus on creating an inclusive and accessible work environment.
  • Clear, transparent criteria for career progression and advancement.